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AGGY · WisdomTree Yield Enhanced U.S. Aggregate Bond Fund · Holdings ETF

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$41.18 -0.06 (-0.15%) At close · Sep 30
Volume · Sep 30 428.4K Avg daily vol (3M) 149.87K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 174
Total Value: $790,444,363
Total Shares: 18,179,499
Showing 1–100 of 174 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 174 13F filers · Δ vs Mar 31, 2026
Top Holder
22.2%
Sep 2023 → Jun 2026 · range 13.6% – 24.4%
+8.3 pts
Top 5
48.3%
Sep 2023 → Jun 2026 · range 37.9% – 49.8%
+6.6 pts
Top 10
63.6%
Sep 2023 → Jun 2026 · range 57.2% – 68.7%
+4.5 pts
HHI
752
Sep 2023 → Jun 2026 · range 466 – 875
Broadly held+251

Quarterly Activity

vs Mar 31, 2026
New
23
Increased
73
Decreased
58
Sold Out
14
Unchanged
20
Holder count: +9
Institutional value: +6.4%
Shares held: +6.3%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
BANK OF AMERICA CORP /DE/ +1,663,758 4,044,512
Savant Capital, LLC +550,839 1,138,628
MORGAN STANLEY +152,483 416,811
Prime Capital Investment Advisors, LLC +103,296 779,212
RAYMOND JAMES FINANCIAL INC +91,391 374,726

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Private Advisor Group, LLC −289,602 142,257
Merit Financial Group, LLC −98,410 9,622
Mariner, LLC −63,398 65,630
Atria Investments, Inc −63,331 200,155
HighTower Advisors, LLC −55,301 571,723

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
ACTION POINT FINANCIAL PLANNING, LLC 224,614 $9,766,052
GOLDMAN SACHS GROUP INC 73,837 $3,210,432
Heck Capital Advisors, LLC 48,109 $2,091,779
W.H. Cornerstone Investments Inc. 31,017 $1,348,619
Corient Private Wealth LLC 29,137 $1,266,876

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
CWM, LLC 1,286,071 $55,879,784
Ascentis Independent Advisors 67,064 $2,913,929
Independent Advisor Alliance 34,393 $1,494,375
SUSQUEHANNA INTERNATIONAL GROUP, LLP 29,804 $1,294,983
SNS Financial Group, LLC 7,290 $316,750
Filter: New 23 Increased 73 Reduced 58 Sold out 14 Unchanged 20
Showing 100 of 174
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
BANK OF AMERICA CORP /DE/ $175,855,380 22.25% 4,044,512
LPL Financial LLC $64,151,826 8.12% 1,475,433
MERCER GLOBAL ADVISORS INC /ADV $58,035,016 7.34% 1,334,752
Savant Capital, LLC $49,507,545 6.26% 1,138,628
Prime Capital Investment Advisors, LLC $33,880,137 4.29% 779,212
Prestige Wealth Management Group LLC $29,348,391 3.71% 674,986
UBS Group AG $27,388,965 3.47% 629,921
HighTower Advisors, LLC $24,858,516 3.14% 571,723
WealthPlan Investment Management, LLC $21,204,326 2.68% 487,680
MORGAN STANLEY $18,122,941 2.29% 416,811
RAYMOND JAMES FINANCIAL INC $16,293,086 2.06% 374,726
FIRST FOUNDATION ADVISORS $14,341,225 1.81% 329,835
Grey Ledge Advisors, LLC $12,293,926 1.56% 282,749
CITIZENS FINANCIAL GROUP INC/RI $11,818,081 1.50% 271,805
KESTRA PRIVATE WEALTH SERVICES, LLC $11,656,770 1.47% 268,095
Smartleaf Asset Management LLC $10,926,393 1.38% 251,297
AMERIPRISE FINANCIAL INC $10,725,602 1.36% 246,679
ACTION POINT FINANCIAL PLANNING, LLC $9,766,052 1.24% 224,614
Cetera Investment Advisers $9,027,448 1.14% 207,623
Atria Investments, Inc $8,702,739 1.10% 200,155
Broussard Financial Group LLC $7,816,269 0.99% 179,767
Vestmark Advisory Solutions, Inc. $6,912,841 0.87% 158,989
RFG Advisory, LLC $6,704,920 0.85% 154,207
Private Advisor Group, LLC $6,185,334 0.78% 142,257
STIFEL FINANCIAL CORP $6,151,506 0.78% 141,479
OSAIC HOLDINGS, INC. $5,944,454 0.75% 136,717
ENVESTNET ASSET MANAGEMENT INC $5,361,605 0.68% 123,312
WELLS FARGO & COMPANY/MN $5,173,511 0.65% 118,986
NBC SECURITIES, INC. $4,936,632 0.62% 113,538
Oxinas Partners, LLC $4,907,196 0.62% 112,861
JPMORGAN CHASE & CO $4,666,577 0.59% 107,327
OPTIMA CAPITAL LLC $4,521,833 0.57% 103,998
CAPTRUST FINANCIAL ADVISORS $3,574,795 0.45% 82,217
MML INVESTORS SERVICES, LLC $3,491,530 0.44% 80,302
Freedom Investment Management, Inc. $3,239,086 0.41% 74,496
GOLDMAN SACHS GROUP INC $3,210,432 0.41% 73,837
Sharper & Granite LLC $3,104,080 0.39% 71,391
WealthPoint Financial, LLC $2,948,291 0.37% 67,808
Kestra Advisory Services, LLC $2,901,985 0.37% 66,743
Mariner, LLC $2,853,592 0.36% 65,630
AMERICAN FINANCIAL & TAX STRATEGIES INC $2,779,545 0.35% 63,927
Main Street Financial Solutions, LLC $2,721,717 0.34% 62,597
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2,574,885 0.33% 59,220
HARBOUR INVESTMENTS, INC. $2,478,446 0.31% 57,002
Sanctuary Advisors, LLC $2,398,269 0.30% 55,158
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $2,248,698 0.28% 51,718
AE Wealth Management LLC $2,204,562 0.28% 50,703
Heck Capital Advisors, LLC $2,091,779 0.26% 48,109
Golden State Wealth Management, LLC $1,904,075 0.24% 43,792
Trilogy Capital Inc. $1,879,727 0.24% 43,232
JT Stratford LLC $1,857,900 0.24% 42,730
Betterment LLC $1,552,583 0.20% 35,708
Concurrent Investment Advisors, LLC $1,551,366 0.20% 35,680
W.H. Cornerstone Investments Inc. $1,348,619 0.17% 31,017
WealthPLAN Partners, LLC $1,347,749 0.17% 30,997
Waverly Advisors, LLC $1,281,181 0.16% 29,466
Corient Private Wealth LLC $1,266,876 0.16% 29,137
INTEGRITY ALLIANCE, LLC. $1,254,963 0.16% 28,863
JAMES INVESTMENT RESEARCH, INC. $1,226,266 0.16% 28,203
Bank of New York Mellon Corp $1,225,916 0.16% 28,195
SEGALL BRYANT & HAMILL, LLC $1,202,700 0.15% 27,661
Empirical Asset Management, LLC $1,156,089 0.15% 26,589
Bison Wealth, LLC $1,109,000 0.14% 25,506
JONES FINANCIAL COMPANIES LLLP $1,087,782 0.14% 25,018
David Kennon Inc $1,062,085 0.13% 24,427
WIN ADVISORS, INC $1,039,302 0.13% 23,903
Winch Advisory Services, LLC $980,126 0.12% 22,542
Symphony Financial, Ltd. Co. $937,211 0.12% 21,555
Gateway Wealth Partners, LLC $915,732 0.12% 21,061
WEBSTER BANK, N. A. $896,905 0.11% 20,628
Goldstone Financial Group, LLC $865,252 0.11% 19,900
HOWARD BAILEY SECURITIES, LLC $851,642 0.11% 19,587
PARK AVENUE SECURITIES LLC $805,858 0.10% 18,534
DIVERSIFY WEALTH MANAGEMENT, LLC $796,814 0.10% 18,326
Diversify Advisory Services, LLC $796,814 0.10% 18,326
Insight Advisors, LLC/ PA $762,465 0.10% 17,536
JANE STREET GROUP, LLC $748,943 0.09% 17,225
Creative Planning $740,247 0.09% 17,025
Trinity Wealth Management, LLC $719,680 0.09% 16,552
BEACON FINANCIAL GROUP $686,288 0.09% 15,784
Summit Financial, LLC $666,504 0.08% 15,329
CITADEL ADVISORS LLC $661,722 0.08% 15,219
Ashton Thomas Private Wealth, LLC $640,329 0.08% 14,727
Pinnacle Financial Group, LLC / IL $622,503 0.08% 14,317
Farther Finance Advisors, LLC $605,502 0.08% 13,926
Barnes Wealth Management Group, Inc $603,415 0.08% 13,878
Global Retirement Partners, LLC $601,589 0.08% 13,836
McNamara Financial Services, Inc. $566,153 0.07% 13,021
NewSquare Capital LLC $562,848 0.07% 12,945
Capstone Financial Advisors, Inc. $561,979 0.07% 12,925
EJMK Ventures LLC $547,500 0.07% 12,592
Wealthcare Advisory Partners LLC $546,630 0.07% 12,572
Worth Asset Management, LLC $531,803 0.07% 12,231
Gallagher Fiduciary Advisors, LLC $518,020 0.07% 11,914
Beacon Financial Advisory LLC $514,411 0.07% 11,831
TWIN CAPITAL MANAGEMENT INC $501,585 0.06% 11,536
Hopwood Nicholas Hunter $489,541 0.06% 11,259
Integrated Wealth Concepts LLC $482,193 0.06% 11,090
Arkadios Wealth Advisors $479,757 0.06% 11,034
Lionshead Wealth Management, LLC $467,540 0.06% 10,753